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iShares Lehman 1-3 Year Treas.Bond shares owned by Principle Wealth Partners

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Principle Wealth Partners from 13F filings

Historical chart of Principle Wealth Partners investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.Bond held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 18k 81.78
2023-12-31 $1.4M 17k 82.04
2020-06-30 $78k 895 87.15

More positions owned by Principle Wealth Partners

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon (AMZN)
Vaneck Etf Trust Morningstar Smid (SMOT)
Vanguard Index Fds Total Stk Mkt (VTI)
McDonald's Corporation (MCD)
NVIDIA Corporation (NVDA)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Principle Wealth Partners

Top funds holding iShares Lehman 1-3 Year Treas.Bond

Jpmorgan Chase & Co
Bank of America Corporation
Balentine
Assetmark
UBS Group
Wells Fargo & Company
Bank Of Montreal
Branch Banking & Trust Company
Bank of New York Mellon
Captrust Financial Advisors
Barclays
Royal Bank of Canada
Charles Schwab Investment Management
Raymond James & Associates
HPM Partners

View all funds holding iShares Lehman 1-3 Year Treas.Bond